Private Capital Group’s Vanguard Health Care ETF VHT Stock Holding History

Private Capital Group’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,417	Closed	-$361K	–	2125
2022 Q1	$361K	Hold	1,417	–	–	0.08%	147
2021 Q4	$378K	Hold	1,417	–	–	0.08%	153
2021 Q3	$352K	Hold	1,417	–	–	0.08%	158
2021 Q2	$350K	Hold	1,417	–	–	0.08%	158
2021 Q1	$324K	Sell	1,417 -29	-2%	-$6.65K	0.08%	153
2020 Q4	$324K	Hold	1,446	–	–	0.06%	218
2020 Q3	$295K	Sell	1,446 -16	-1%	-$3.24K	0.06%	218
2020 Q2	$282K	Buy	1,462 +11	+0.8%	+$2.06K	0.06%	219
2020 Q1	$241K	Hold	1,451	–	–	0.06%	213
2019 Q4	$278K	Sell	1,451 -1,767	-55%	-$317K	0.06%	207
2019 Q3	$542K	Buy	3,218 +950	+42%	+$163K	0.1%	133
2019 Q2	$362K	Sell	2,268 -950	-30%	-$160K	0.08%	151
2019 Q1	$555K	Sell	3,218 -50	-2%	-$8.47K	0.11%	128
2018 Q4	$525K	Hold	3,268	–	–	0.11%	123
2018 Q3	$589K	Hold	3,268	–	–	0.12%	126
2018 Q2	$522K	Sell	3,268 -71	-2%	-$11.2K	0.11%	124
2018 Q1	$513K	Buy	3,339 +2,789	+507%	+$445K	0.11%	126
2017 Q4	$499	Buy	+550	New	+$84.4K	0.12%	121

Other funds holding VHT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Private Capital Group's VHT Position: Q2 2022 in Review

Private Capital Group sold out of Vanguard Health Care ETF (VHT) in Q2 2022, closing a stake of 1,417 shares — an estimated $361K sold.

Private Capital Group first reported a position in VHT in Q4 2017 and held it in 18 quarters. The position peaked at $589K in Q3 2018. 877 funds tracked by Wall St. Rank hold VHT as of Q2 2022.

Private Capital Group reported no remaining Vanguard Health Care ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 1,417 Vanguard Health Care ETF shares in Q2 2022, an estimated $361K.
Private Capital Group first reported a position in Vanguard Health Care ETF in Q4 2017 and held it in 18 quarters.
Private Capital Group's Vanguard Health Care ETF position peaked at $589K in Q3 2018.
877 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.